CWM

CIBC World Markets Portfolio holdings

AUM $15.1B
1-Year Est. Return 22.72%
This Quarter Est. Return
1 Year Est. Return
+22.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.6B
AUM Growth
-$2.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$701M
2
+$236M
3
+$147M
4
MSFT icon
Microsoft
MSFT
+$137M
5
TSLA icon
Tesla
TSLA
+$112M

Top Sells

1
+$124M
2
+$120M
3
+$105M
4
KO icon
Coca-Cola
KO
+$100M
5
UNH icon
UnitedHealth
UNH
+$88M

Sector Composition

1 Technology 17.59%
2 Consumer Staples 16.12%
3 Financials 15.96%
4 Communication Services 14.37%
5 Consumer Discretionary 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.37M 0.01%
20,254
+2,634
477
$1.36M 0.01%
2,997
+359
478
$1.36M 0.01%
33,206
+4,280
479
$1.35M 0.01%
11,036
+4,019
480
$1.34M 0.01%
21,939
+10,511
481
$1.34M 0.01%
12,511
-24,341
482
$1.33M 0.01%
48,260
-8,422
483
$1.32M 0.01%
9,277
+1,211
484
$1.31M 0.01%
24,457
-4,049
485
$1.31M 0.01%
29,634
-5,197
486
$1.3M 0.01%
104,908
+12,873
487
$1.3M 0.01%
4,354
+558
488
$1.3M 0.01%
43,942
+5,702
489
$1.3M 0.01%
44,752
+5,841
490
$1.27M 0.01%
27,456
-4,838
491
$1.26M 0.01%
18,840
-98,752
492
$1.26M 0.01%
48,139
-8,068
493
$1.26M 0.01%
10,032
+1,368
494
$1.25M 0.01%
8,806
-17,151
495
$1.25M 0.01%
14,563
+1,528
496
$1.24M 0.01%
8,113
+4,418
497
$1.24M 0.01%
43,346
+23,570
498
$1.22M 0.01%
75,822
-4,255
499
$1.22M 0.01%
10,064
+1,307
500
$1.21M 0.01%
4,999
+592
18 19
20
21 22